Purchases and Sales Made in Q3 2023 in Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT) during Q3 2023. The information is specifically focused on institutions that hold shares of MICROSOFT CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
7.69KNew |
$2.4M - $2.77M
|
7.69K
$3.22M
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
7.55K+ 452.73% |
$2.36M - $2.71M
|
9.21K
$3.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
7.36K+ 431.17% |
$2.3M - $2.65M
|
9.07K
$3.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
7.36K+ 71.42% |
$2.3M - $2.65M
|
17.7K
$7.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.36K+ 13.52% |
$2.3M - $2.65M
|
61.8K
$25.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
7.22KNew |
$2.25M - $2.6M
|
7.22K
$3.03M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
7.18K+ 7.9% |
$2.24M - $2.58M
|
98.1K
$41.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
7.15K+ 45.25% |
$2.23M - $2.57M
|
23K
$9.62M
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
7.15K+ 5.35% |
$2.23M - $2.57M
|
141K
$59M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
7.12KNew |
$2.22M - $2.56M
|
7.12K
$2.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
7.05K+ 88.27% |
$2.2M - $2.54M
|
15K
$6.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
7.04K+ 5.35% |
$2.2M - $2.53M
|
139K
$58.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
6.99K+ 33.29% |
$2.18M - $2.51M
|
28K
$11.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
6.95K+ 4.34% |
$2.17M - $2.5M
|
167K
$70M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.9K+ 46.17% |
$2.15M - $2.48M
|
21.8K
$9.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
6.87K+ 932.16% |
$2.14M - $2.47M
|
7.61K
$3.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
6.79K+ 19.25% |
$2.12M - $2.44M
|
42.1K
$17.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
6.78K+ 12.59% |
$2.12M - $2.44M
|
60.6K
$25.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
6.75K+ 3.12% |
$2.11M - $2.42M
|
223K
$93.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.71K+ 0.33% |
$2.1M - $2.41M
|
2.07M
$867M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
6.68KNew |
$2.08M - $2.4M
|
6.68K
$2.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6.68K+ 6.19% |
$2.08M - $2.4M
|
115K
$48M
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
6.62K+ 5.88% |
$2.07M - $2.38M
|
119K
$50M
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.59K+ 4.85% |
$2.06M - $2.37M
|
143K
$59.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
6.58KNew |
$2.06M - $2.37M
|
6.58K
$2.76M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6.57K+ 10.18% |
$2.05M - $2.36M
|
71.1K
$29.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
6.55K+ 13.08% |
$2.04M - $2.35M
|
56.6K
$23.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
6.54KNew |
$2.04M - $2.35M
|
6.54K
$2.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
6.51K+ 1.93% |
$2.03M - $2.34M
|
344K
$144M
|
|
|
Nov 03, 2023
Q3 2023
|
Tom Gayner
Markel Corp
|
BUY
|
- |
6.5K+ 1.34% |
$2.03M - $2.34M
|
492K
$206M
|
|
|
Nov 14, 2023
Q3 2023
|
Grace & Mercy Foundation, Inc.
New York, NY |
BUY
|
- |
6.5K+ 5.3% |
$2.03M - $2.34M
|
129K
$54.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
6.49K+ 15.91% |
$2.02M - $2.33M
|
47.3K
$19.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.35K+ 3.23% |
$1.98M - $2.28M
|
203K
$85M
|
|
|
Oct 16, 2023
Q3 2023
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
6.35KNew |
$1.98M - $2.28M
|
6.35K
$2.66M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6.35K+ 8.41% |
$1.98M - $2.28M
|
81.8K
$34.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
6.34K+ 8.22% |
$1.98M - $2.28M
|
83.4K
$35M
|
|
|
Nov 13, 2023
Q3 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
6.33KNew |
$1.97M - $2.27M
|
6.33K
$2.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
6.27K+ 4.14% |
$1.96M - $2.25M
|
158K
$66.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Samjo Capital LLC
|
BUY
|
- |
6.25KNew |
$1.95M - $2.25M
|
6.25K
$2.62M
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
6.24K+ 8.52% |
$1.95M - $2.24M
|
79.5K
$33.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
6.24K+ 6.13% |
$1.95M - $2.24M
|
108K
$45.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
6.22K+ 9.63% |
$1.94M - $2.24M
|
70.8K
$29.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
6.18KNew |
$1.93M - $2.22M
|
6.18K
$2.59M
|
|
|
Oct 24, 2023
Q3 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
6.16K+ 33.37% |
$1.92M - $2.22M
|
24.6K
$10.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
6.14K+ 10.67% |
$1.92M - $2.21M
|
63.7K
$26.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
6.07K+ 1.06% |
$1.9M - $2.18M
|
579K
$242M
|
|
|
Oct 27, 2023
Q3 2023
|
Sycomore Asset Management
|
BUY
|
- |
6.06K+ 4.83% |
$1.89M - $2.18M
|
131K
$55M
|
|
|
Nov 07, 2023
Q3 2023
|
Dantai Capital LTD
Hong Kong, K3 |
BUY
|
- |
6K+ 160.0% |
$1.87M - $2.16M
|
9.75K
$4.08M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
6K+ 15.81% |
$1.87M - $2.16M
|
43.9K
$18.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.97K+ 2.85% |
$1.86M - $2.15M
|
216K
$90.4M
|